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Financial Planning Advisor
Location:
Irvine, CA
Description:
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Qualifications: • A Bachelor’s degree in business administration, finance, or a related field is required• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Compensation: $70,000 - $120,000 at plan About Company: Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001
Company:
Sagient
Posted:
May 1 on WizeHire
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More About this Listing: Financial Planning Advisor
Financial Planning Advisor is a Real estate Financial Planning Advisor Job at Sagient located in Irvine CA. Find other listings like Financial Planning Advisor by searching Oodle for Real estate Financial Planning Advisor Jobs.
Financial Planning Advisor is a Real estate Financial Planning Advisor Job at Sagient located in Irvine CA. Find other listings like Financial Planning Advisor by searching Oodle for Real estate Financial Planning Advisor Jobs.